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Portfolio (Quarterly) Guide ↗

CAPITAL FUND MANAGEMENT S.A.

· CIK 0001323645
13F Portfolio $36.0B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2325 New
Page 50 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 148,572.0 $7.4M 0.02% NEW $50.01 -38.0%
982 TREX TREX CO INC COM Industrials 209,902.0 $7.4M 0.02% NEW $35.08 +30.6%
983 AMP AMERIPRISE FINL INC COM Financial Services 15,005.0 $7.4M 0.02% NEW $490.34 +8.7%
984 ZTS PUT ZOETIS INC CL A Healthcare 58,400.0 $7.3M 0.02% NEW $125.82 -38.9%
985 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 27,299.0 $7.3M 0.02% NEW $268.30 -46.1%
986 DBX DROPBOX INC CL A Technology 263,026.0 $7.3M 0.02% NEW $27.80 +9.5%
987 ACGL ARCH CAP GROUP LTD ORD Financial Services 76,106.0 $7.3M 0.02% NEW $95.92 +4.3%
988 CALL BUNGE GLOBAL SA COM SHS 81,700.0 $7.3M 0.02% NEW $89.08
989 RXRX RECURSION PHARMACEUTICALS IN CL A Healthcare 1,778,976.0 $7.3M 0.02% NEW $4.09 -26.2%
990 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 55,677.0 $7.3M 0.02% NEW $130.50 +2.9%
991 IDCC INTERDIGITAL INC COM Technology 22,796.0 $7.3M 0.02% NEW $318.38 -16.6%
992 EBAY CALL EBAY INC. COM Consumer Cyclical 83,300.0 $7.3M 0.02% NEW $87.10 +27.3%
993 ATI ATI INC COM Industrials 62,675.0 $7.2M 0.02% NEW $114.76 +61.7%
994 TOST TOAST INC CL A Technology 202,395.0 $7.2M 0.02% NEW $35.51 -14.6%
995 GALAXY DIGITAL INC. CL A 321,090.0 $7.2M 0.02% NEW $22.36
996 OKTA OKTA INC CL A Technology 82,941.0 $7.2M 0.02% NEW $86.47 +70.9%
997 CFG CITIZENS FINL GROUP INC COM Financial Services 121,974.0 $7.1M 0.02% NEW $58.41 +27.4%
998 EME EMCOR GROUP INC COM Industrials 11,583.0 $7.1M 0.02% NEW $611.79 +22.6%
999 PINS PUT PINTEREST INC CL A Communication Services 273,300.0 $7.1M 0.02% NEW $25.89 -10.9%
1000 WMB PUT WILLIAMS COS INC COM Energy 117,700.0 $7.1M 0.02% NEW $60.11 +24.3%
Page 50 of 117  ·  2,325 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.4%
Financial Services 15.7%
Consumer Cyclical 13.3%
Industrials 12.9%
Healthcare 8.6%
Communication Services 4.7%
Energy 4.7%
Consumer Defensive 4.6%
Basic Materials 4.5%
Utilities 3.6%